Difference between revisions of "How do I edit an Invoice after it has been posted?"

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{{Review}}
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== Summary ==
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This article explains how to edit an invoice in the {{SL}} or {{PL}} after it has been posted.
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== More Information ==
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There may be instances where you may need to change some details of an invoice after it has been posted. Though the invoices are locked after posting there are certain fields that can be changed if required. We would not advise you to change the date on printed invoices, since the actual printed document date will not be changed.
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The ability to adjust transactions is limited to users with the {{DataPrompt|Adjust transactions}} user permission set to {{DataValue|Yes}}. You can find out how to set user permissions [[How do I Set Up User Security in Platinum?#User Permissions|here]].
  
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== Summary ==
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The editable fields are as follows:
  
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There may be instances where you may need to change some details of an invoice after it has been posted. Though the invoices are locked after posting there are certain fields that can be changed if required.
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* {{DataPrompt|Date:}}
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* {{DataPrompt|Payment Due:}}
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* {{DataPrompt|Comment:}}
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* {{DataPrompt|Centre:}}
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* {{DataPrompt|Cleardown hold:}}
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* {{DataPrompt|Site:}}
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* {{DataPrompt|Analysis Code:}}
  
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The changeable fields are as follows:
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{{Note|title=Note|text=Under certain circumstances, you may be able to edit other fields in the {{PL}}.}}
  
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*Date
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{{Warning|text=If any part of the month end procedure has been run for the period into which the Invoices fall, or you have done a VAT return, you will not be able to edit even these fields (with the exception of Payment Due.}}
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*Comment
 
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*Centre
 
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*Cleardown hold
 
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*Site
 
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*Analysis Code
 
  
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{{Warning|text='''WARNING :''' If the Print Daybook has been ran into which the Invoices fall you will not be able to edit even these fields}}
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=== Editing the Postings ===
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Once you know the document number you need to edit:
  
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== Editing the Postings ==
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* Go to {{Menu|System\Accounts|{{SL}}\{{PL}}|Customer/Supplier History}}.
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Once you know the document numbers you need to edit go into the following parts of the system
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* At {{DataPrompt|Account:}}, enter the [[Do I have to remember all these customer and supplier codes?|code]] for the customer or supplier account.
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*Go to "Sales ledger" -> "Maintenance Options" -> "Adjustments"
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* Press {{Button|Search}} to list all transactions.
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*Enter the relevant account code and press {{KeyPress|Enter}}
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* Highlight the transaction you want to correct on the list.
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*Find the relevant document and press {{KeyPress|E}} or click the {{Button|Edit}} button at the bottom of the screen
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* Press {{KeyPress|C-F2}} or {{Button|Edit}} to make the adjustment.
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*Make the required changes and press {{KeyPress|E}} and {{Button|Accept}}
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* Make the required changes and click {{Button|Done}} and {{Button|Accept}}.
  
 
== See also ==
 
== See also ==
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*[[How do I edit an Credit after it has been posted?]]
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* [[How do I find a customer?|How do I Find a Customer or Supplier?]]
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*[[How do I edit an Payment after it has been posted?]]
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* [[How do I adjust an account opening balance?]]
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* [[How do I adjust a transaction?]]
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* [[How do I edit a Credit after it has been posted?]]
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* [[How do I edit a Payment after it has been posted?]]
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* [[Recommended accounting routines]]
  
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{{KB_Tags|editing, edit, invoice}}
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{{KB_Tags|editing, edit, invoice, change, alter, amend invoice}}
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{{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}}
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{{FAQ}}{{How}}{{KB_PL}}{{KB_SL}}{{ZN_Admin}}

Latest revision as of 07:37, 19 December 2020

Summary

This article explains how to edit an invoice in the Sales Ledger or Purchase Ledger after it has been posted.

More Information

There may be instances where you may need to change some details of an invoice after it has been posted. Though the invoices are locked after posting there are certain fields that can be changed if required. We would not advise you to change the date on printed invoices, since the actual printed document date will not be changed.

The ability to adjust transactions is limited to users with the "Adjust transactions" user permission set to 'Yes'. You can find out how to set user permissions here.

The editable fields are as follows:

  • "Date:"
  • "Payment Due:"
  • "Comment:"
  • "Centre:"
  • "Cleardown hold:"
  • "Site:"
  • "Analysis Code:"
Note: Under certain circumstances, you may be able to edit other fields in the Purchase Ledger.
If any part of the month end procedure has been run for the period into which the Invoices fall, or you have done a VAT return, you will not be able to edit even these fields (with the exception of Payment Due.

Editing the Postings

Once you know the document number you need to edit:

  • Go to " System\Accounts Sales Ledger\Purchase Ledger Customer/Supplier History".
  • At "Account:", enter the code for the customer or supplier account.
  • Press [Search] to list all transactions.
  • Highlight the transaction you want to correct on the list.
  • Press <Ctrl+F2> or [Edit] to make the adjustment.
  • Make the required changes and click [Done] and [Accept].

See also


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Keywords AND Misspellings
editing, edit, invoice, change, alter, amend invoice
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